Look at Natco Pharma, says Sahil Kapoor

Sahil Kapoor of Edelweiss Broking told CNBC-TV18, "Natco Pharma is a niche research and development (R&D) player. It is operating in CNS segment, in oncology segment. It controls about 30 percent of the oncology market domestically and largely it has tried to identify molecules which are not easily replicable. So we feel the company has significant levers in terms of R&D and in the short-term there is a Copaxone which is going to come possibly in 2016 and that could be a big lever.""Overall the abbreviated new drug application (ANDA), which has already been filed, they are at about USD 15 billion and if you take about 70 percent price erosion, still the market size is going to be USD 5 billion and if you take 20 percent Natco Pharma's share then there is a possibility of a revenue share of about 1 billion. So Natco per se with its focused approach on R&D and strong earning visibility going forward, we feel it is going to be major player this year.""This year the stock has run up significantly but we feel that levers are already in place and there are quite a few pharma companies which have done well in the past five-six years. This is a one which is going to do well from here onwards."